Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (56349)	10/3/2000 8:41:12 AM
From: sylvester80	Read Replies (3) \| Respond to of 93625

Forgot to post the conclusion. Here it is. However, I suggest all read the whole thing for a better appreciation of DDR's death. ;-) intel.com The PC industry has recognized that a new memory technology is needed to allow processor performance to continue to improve. Although there has been significant discussion on the various merits of DDR and RDRAM technology, there’s no question that neither technology fits completely into the current SDRAM infrastructure. Implementation of any new memory system requires extensive development, simulation and verification along with new manufacturing processes and procedures for all affected elements of the PC supply chain, from semiconductors to systems. This work has already been completed for RDRAM, and will continue to pay dividends as the inherent headroom in the technology allows the performance to scale both in frequency and width over the coming years. DDR is much less far along the development path, with commercial samples only becoming available recently. This is nearly 18 months after the first RDRAM systems were publicly demonstrated by Intel at Comdex ’98. Just as importantly, no organization has stepped forward to lead and fund the technology validation required in order to ensure the system robustness and vendor interoperability which is essential when shipping millions of platforms using components from dozens of vendors as Intel has done with RDRAM. Finally, even should all of these essential tasks be completed, the underlying technology cannot be extended further without substantial changes approximating what is needed to get DDR to market, all over again. The need is here for a desktop memory technology to support GHz class processors and the new internet applications. RDRAM systems are validated, stable, deployed, and ramping in volume, with sufficient headroom to carry systems through the next several generations of processors. DDR is Burst EDO all over again. A seductive idea, but without the sufficient technical advantages over SDRAM needed to make it compelling, even while requiring an entirely new infrastructure.

To: sylvester80 who wrote (56349)	10/3/2000 10:06:40 AM
From: Daniel Schuh	Respond to of 93625

Had to do a search to come up with that date, eh, Sly? You wouldn't happened to have noticed that every reference you come up with when you do a search for rdram at intel.com is dated 9/28/2000 or 9/11/2000, would you have? I guess Intel just decided to do a big new push for Rambus in September, and erased all previous references. Somewhat suprising, you'd have thought Intel had more pressing things to worry about in that time frame.

To: sylvester80 who wrote (56349)	10/3/2000 10:21:58 AM
From: Dave B	Respond to of 93625

sylvester80, Personally, I don't think it matters, but I'll point it out before the bears do (since one of them will eventually). The Intel RDRAM pdf file you posted was written by Jeff Mitchell, who used to be the Business Development Manager at Rambus and now runs the dramreview site. The bears will claim he's biased, to which I say... So what?!?!?! So are a million other people, both for and against Rambus. Dave <edit: oops, too late <G> >

To: sylvester80 who wrote (56349)	10/3/2000 11:20:29 AM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

sly: Bad news for DDR. This just in from Intel. This is dated Sep 28, 2000 just a few days ago. intel.com This article is published by Mindmentum the people who are listed as the authors of all pages on the dramreview.com web site. Up until recently Mindmentum was the technical contact for the dramreview.com web site This article raises the art of the praise of RDRAM to new heights. I would like to see one "real world" benchmark where RDRAM beats SDRAM but some measurable percentage. john PS Today I was going recheck the domain registration for dramreview.com using networksolutions.com "whois" search goes into never never land when searching for "dramreview.com" ownership. I have never seen that behavior before.

To: sylvester80 who wrote (56349)	10/3/2000 12:12:31 PM
From: Scumbria	Respond to of 93625

Sylvester, This is dated Sep 28, 2000 just a few days ago...To me, it looks like Intel is saying DDR is dead dead dead As an AMD investor I would love to believe that Intel is betting the farm on DRDRAM. However, I know that they are cleaning up their act and starting to make some sensible choices over there. Maybe there is still hope? Scumbria